This article explains what the requirements are for migrating from Metalogix Archive Manager to another environment, and then covers the basic steps that should be followed to start such a migration.


The following is a list of requirements.

  • Modules installed on source: The Metalogix Export Module should be installed on an appropriate source server.
  • Modules installed on target: The appropriate modules should be installed on each appropriate target server involved in the migration.
  • AD Collector module installed: An AD Collector module should be installed so that it can collect user-level information for the migration project.
  • Staging Area created: One or more staging areas should be set up, of an appropriate size, and should be excluded from virus scanners.
  • Workflows reviewed: The Stage 2 workflows should be reviewed and, if necessary, customized to meet the needs of the project.
  • Apply appropriate failed item threshold: It is best practice to find an appropriate failed item threshold for the project/customer and apply that at the links level. This way all mappings that are created will inherit this value.

Basic Steps

Below you’ll find basic steps to start this type of migration.

1: Enable Modules

Screen: Modules
All Archive Shuttle modules must be enabled, and optionally a schedule for them defined. It is important to verify that none of the modules have a red background (indicating that Archive Shuttle Core has not had contact with the module) and that the module versions are as expected.

2: Enable Domains

Screen: Active Directory
Select and enable one or more domains for synchronization.

3: Configure Metalogix Environment

Screen: Metalogix Environment
Add a new Metalogix environment, specifying the following:

  • Module to associate with this link
  • Display name to use for this link
  • Metalogix SQL Server name
  • Metalogix SQL database name
  • SQL Server link

A Link Database will be created for this environment. It is possible to override the SQL Server and instance, if required.

4: Enable Organization

Screen: Metalogix Environment
The module will scan for organizations and present them in a list. The required organizations should be enabled so that the module can scan for archives.

5: Map Modules to Target Link

Screen: Links
Ensure that the link for the migration target is added and modules are associated with it.

6: Map Modules to Source Link

Screen: Links
Ensure that the source links have a Shortcut Processing module assigned to them. This module will scan mailboxes to find shortcuts, this is required before import can begin.

7: Add Staging Area

Screen: Links
Ensure that the Default Staging Area is configured correctly. Depending on the migration, the free space, and the number of archive folders being used as the source for the migration, the ‘high water mark’ can be adjusted upwards.

8: Configure Folder-less folder name

Screen: System Configuration
Metalogix Archive Manager does not maintain folder information for items. Therefore, a folder will be created to migrate items into. The name of this folder can be specified under ‘Folder name for folder-less items’ on the General System Settings Page.
The module scans for shortcuts in a mailbox and any items which have a shortcut will be migrated to the current folder where that shortcut resides.

9: Map one or more containers

Screen: Bulk Mapping
One or more containers can now be mapped and the migration can begin. It is often easiest to use a filter on the bulk mapping screen to show only Metalogix as a source.

General Considerations

The following general considerations should be taken into account for this type of migration:

  • The following filters are not supported
    • ArchivedDate
    • RetentionCategory
    • HasLegalHold
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